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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,451 | $183,592-64.3% | $155,574-57.9% | $145,877-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.48% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $6,560 | $5,317+23.4% | $4,676+40.3% | $4,663+40.7% |
| Participant deferral / active EE | $10,830 | $6,466+67.5% | $5,629+92.4% | $6,691+61.9% |
| Admin fee / account holder | $15 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |